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iShares Lehman Aggregate Bond shares owned by MGB Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 3.6k 100.26
2025-06-30 $354k 3.6k 98.80
2024-09-30 $848 8 106.00
2024-06-30 $820 8 102.50
2024-03-31 $806 8 100.75
2023-12-31 $812 8 101.50

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond